Last month we vacationed on Captiva Island in Florida, and my entire family loved it! One of the highlights of our week was our daily meetings with the local manatees at the nearby marina. It was one of those experiences that I think the kids will remember for a long...
Last month, we covered the PFG Financial Inventory Assessment and Personal Net Worth and Budget Summaries, all essential components of the Freedom7 financial planning process that focus on understanding your current financial situation. This month, we’ll be...
Estate and GivingWatching your daughter take her first steps in the nursery. The porch where you saw your littles head off to kindergarten. Standing in the kitchen jumping for joy as your son received his first college acceptance letter. Your home is full of...
Retirement and LongevityNot long ago, most planned retirement communities revolved around a golf course, a few tennis courts and an Olympic pool thrown in for good measure. But today, there are many choices available. That’s because baby boomers are choosing to enjoy...
Income LimitsAnyone who has earned income and is younger than 70½ can contribute to a Traditional IRA. Roth IRAs have income eligibility limits for contributions. Single filers can’t earn more than $137,000, and married couples can’t earn more than $203,000.Tax...
Protecting your joints is important for healthy movement throughout your life, and there are many ways to stay active without causing injury to your knees, hips, or ankles. Here are some of our favorite, low-impact exercises:Swimming – Not only is swimming a...
